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GATES, GONTER, GUY, PROUDFOOT & MUENCH, LLP 401(K) PLAN
Investment Model Portfolios

Investment options of GATES, GONTER, GUY, PROUDFOOT & MUENCH, LLP 401(K) PLAN

Total Available Funds: 34
Investment Description
AMERICAN FUNDS 2020 TARGET DATE
RETIREMENT FUND MUTUAL FUND
AMERICAN FUNDS 2025 TARGET DATE
RETIREMENT FUND MUTUAL FUND
AMERICAN FUNDS 2030 TARGET DATE
RETIREMENT FUND MUTUAL FUND
AMERICAN FUNDS 2035 TARGET DATE
RETIREMENT FUND MUTUAL FUND
AMERICAN FUNDS 2040 TARGET DATE
RETIREMENT FUND MUTUAL FUND
AMERICAN FUNDS 2045 TARGET DATE
RETIREMENT FUND MUTUAL FUND
AMERICAN FUNDS 2050 TARGET DATE
RETIREMENT FUND MUTUAL FUND
AMERICAN FUNDS 2055 TARGET DATE
RETIREMENT FUND MUTUAL FUND
AMERICAN FUNDS 2060 TARGET DATE
RETIREMENT FUND MUTUAL FUND
AMERICAN FUNDS AMERICAN BALANCED FUND MUTUAL FUND
COHEN & STEERS INSTITUTIONAL REALTY SHARES MUTUAL FUND
COLUMBIA SMALL CAP INDEX FUND MUTUAL FUND
FIDELITY MULTI-ASSET INDEX FUND MUTUAL FUND
JOHN HANCOCK BOND FUND MUTUAL FUND
JPMORGAN SMALL CAP GROWTH FUND MUTUAL FUND
MFS MID CAP GROWTH FUND MUTUAL FUND
VANGUARD 500 INDEX FUND MUTUAL FUND
VANGUARD DEVELOPED MARKETS INDEX FUND MUTUAL FUND
VANGUARD GROWTH INDEX FUNF MUTUAL FUND
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND MUTUAL FUND
VANGUARD MID CAP INDEX FUND MUTUAL FUND
VANGUARD MID CAP VALUE INDEX FUND MUTUAL FUND
VANGUARD VALUE INDEX FUND MUTUAL FUND
VANGUARD WELLESLEY INCOME FUND MUTUAL FUND
STANDARD STABLE ASSET D FUND GUARANTEED INVESTMENT CONTRACT

Investment model portfolios

We provide two types of investment model portfolios for GATES, GONTER, GUY, PROUDFOOT & MUENCH, LLP 401(K) PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.